Charitable bequest of property or a portion of your estate through will or revocable trust reduces potential estate tax. There may be significant tax advantages in a charitable bequest or beneficiary designation of retirement plan assets.

A revocable gift allows you to maintain control of assets during your lifetime and may reduce estate tax.

Gift of an annuity trust or gift annuity can provide you or others with fixed income payments while reducing estate taxes. Annuity trust or gift annuity created with appreciated property can also bypass capital gains tax.

Immediate income tax savings, Fixed income for life, Current income may be increased, Possible avoidance of capital gains tax.

Gift to a unitrust made with cash can provide you or others with variable income payments while reducing income and estate tax. Unitrust created with appreciated property can also bypass capital gains tax and provide income to donor.

Immediate income tax savings, Variable income for life, Current income may be increased, Possible bypass of capital gains tax.

A series of smaller outright gifts can be invested in the permanently endowed fund which will have a lasting impact on LRWL. Gift of life insurance policy allows leverage of premiums into a larger death benefit.

A small investment can, over time, have a significant benefit for the Lucy Robbins Welles Library.

Charitable lead trust makes gifts to benefit LRWL for a period of years after which assets can be returned to your heirs at greatly reduced tax cost. Tax savings and possible increased income from life income gift can fund life insurance to replace those assets given to the foundation.

Make an outright gift for maximum deduction. Make a charitable bequest of real estate to maintain control during your lifetime. Use real estate to fund a unitrust with income for you or others while bypassing capital gains tax.Use life estate gift to gain tax benefit now while continuing to use your home or farm.

Convert appreciated real estate into support for Lucy Robbins Welles Library and a variety of tax and financial benefits for you.

A charitable remainder annuity trust can be used if your primary goal is a fixed income and long-term inflation is not a concern. The main feature of the charitable remainder unitrust is a variable income.

The annuity trust can provide a fixed income. The unitrust provides a potential hedge against inflation.